Permissions Required

To create or edit Appointment Types, you will need the "Edit Appointment Types" permission.

Create Appointment Type

  1. Select "Settings" and select "Calendar."
  2. This will open the Appointment Types window. On the left hand side you will see your "Appointment Types." This is a list of any existing Appointment Types.
  3. On the right hand side you will see "Appointment Options." To create a new Appointment Type, fill out the necessary Appointment Options.
     Note:  When selecting the "Set Missing" option, the "Start Date" is intended for Intake appointments, the "End Date" is intended for Discharge appointments. For all other Appointment Types, it is recommended that this be set to "None."
  4. Select "Save."

Go to Step 2

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